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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$3.28
Change+$0.37 (+12.71%)
VolumeN/A
Net Assets40.04M
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
LEVIX vs VTSMX Comparison Chart
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LEVIX vs. VTSMX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LEVIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. LEVIX (40M). VTSMX pays higher dividends than LEVIX: VTSMX (1.25) vs LEVIX (0.51). LEVIX was incepted earlier than VTSMX: LEVIX (20 years) vs VTSMX (33 years). LEVIX (0.76) is less costly to investors than VTSMX (0.14). LEVIX is a more actively managed with annual turnover of: 81.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LEVIX: VTSMX (3000) vs LEVIX (10000). VTSMX annual gain was more profitable for investors over the last year : -5.43 vs. LEVIX (-66.62). VTSMX return over 5 years is better than : 75.41 vs. LEVIX (-79.37).
| LEVIX | VTSMX | LEVIX / VTSMX | |
| Total Expense Ratio | 0.76 | 0.14 | 543% |
| Annual Report Gross Expense Ratio | 0.76 | 0.14 | 543% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -25.575 | -15.905 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40M | 1.7T | 0% |
| Annual Yield % from dividends | 0.51 | 1.25 | 41% |
| Returns for 1 year | -66.62 | -5.43 | 1,228% |
| Returns for 3 years | -83.91 | 8.73 | -961% |
| Returns for 5 years | -79.37 | 75.41 | -105% |
| Returns for 10 years | -78.52 | 131.53 | -60% |
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